SVB FINANCIAL GROUP

CUSIP: 78486Q101 Class: COM

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

Note: Option positions (PUT/CALL) are excluded.

Q3 2021
Shares 33 Value ($000) $22 Avg Close — Range —
Q2 2021
Shares 29 Value ($000) $16 Avg Close — Range —
Q1 2021
Shares 31 Value ($000) $14 Avg Close — Range —
Q4 2020
Shares 31 Value ($000) $14 Avg Close — Range —
Q3 2020
Shares 31 Value ($000) $7 Avg Close — Range —
Q2 2020
Shares 31 Value ($000) $7 Avg Close — Range —
Q1 2020
Shares 31 Value ($000) $5 Avg Close — Range —
Q4 2019
Shares 29 Value ($000) $7 Avg Close — Range —
Q3 2019
Shares 29 Value ($000) $6 Avg Close — Range —
Q2 2019
Shares 29 Value ($000) $7 Avg Close — Range —
Q1 2019
Shares 29 Value ($000) $6 Avg Close — Range —
Q4 2018
Shares 25 Value ($000) $4 Avg Close — Range —